It is hard to decide where to go when you are not sure where you stand. In this video, I introduce a wealth dashboard and wealth map to bring the main parts of your financial life into view.
Watch: 6:39
The discussion covers cash flow, investments, tax, risk and estate planning. You do not have to deal with everything today. Notice which part of your own picture needs attention, and what information or help would let you begin.
From the archive: uploaded in March 2022. Tax and legal details may have changed or differ by location. This recording is general education, not advice for your circumstances.
A question to carry
- Which part of your financial picture needs attention first?
Continue your reflection.
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